Technology & E-Filing

The IRS has set a goal to have 80% of all tax returns filed electronically by the year 2007. Through its VITA (Volunteer Income Tax Assistance) program, the IRS provides TaxWise software and computers free to some agencies utilizing volunteers to provide free tax-preparation services via e-file for EITC eligible clients.

Sections:

1. E-Filing
2. TaxWise
3. General Information Technology (IT)

Tax Year 2003 TaxWise Transmittal Procedures [PDF, 1.0M]
This chapter on TaxWise transmittal explains how to transmit completed TaxWise returns and handle rejected returns. From the 2003 Tax Year Site Manager Procedure Manual provided by the Center for Economic Progress.

Sample E-filing instructions for a free tax preparation program [DOC, 27K]
Note that these instructions are for a previous tax year. Provided by the Community Action Project of Tulsa, OK.

TaxWise System Requirements - Tax Year 2004 [PDF, 26K]
The minimum system requirements for next year's version of TaxWise.

TaxWise Support Page A great page for information about TaxWise. From here, you can:

1. Search the TaxWise Knowledgebase for answers to technical questions - fixes for common and uncommon errors can be found.
2. Download product updates.
3. Schedule office and e-file reports.

Community Technology Centers' Network
Are you searching for a great location for your VITA site? Community Technology Centers’ Network (CTCNet) could be the answer. CTCNet’s member directory can help you find a computer lab in your community that may be available to host a tax site. CTCNet is a non-profit organization whose membership includes over 1000 technology centers across the country. CTCNet has lots of other great tools for community partners interested in increasing technology, like The How to Guide, which gives tips for starting and running community based technology centers.

Tax Year 2003 IT Manual [PDF, 3.4M]
This IT handbook describes computer set-up, networking, and troubleshooting procedures for tax preparation sites. From the 2003 Tax Year Site Manager Procedure Manual provided by the Center for Economic Progress.

Comments or questions about this web site? Please email info@tax-coalition.org

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